Schwab U S Large Cap Growth ETF shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $855k | 27k | 31.91 |
| 2025-06-30 | $773k | 27k | 29.21 |
| 2025-03-31 | $637k | 25k | 25.04 |
| 2024-12-31 | $757k | 27k | 27.87 |
| 2024-06-30 | $1.4M | 14k | 100.84 |
| 2024-03-31 | $589k | 6.4k | 92.73 |
| 2023-12-31 | $247k | 3.0k | 82.83 |
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